Effi Support Team
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Articles
Recent activity by Effi Support Team-
Integrating Your Leads with Financeable
We are pleased to introduce the Financeable Integration that enhances the platform's capabilities. This integration ensures that information is seamlessly transferred and managed between both platf...
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Findfind Template
Here is a link for your to download our pdf of standard fact-find questions.On an enterprise level, it is customisable to your liking. Please bring this up in our fortnightly meetings to discuss th...
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Mobile app Infrastructure
As part of your enterprise onboarding, we will also like to share our current Mobile app guidance on how to set up your Android and Apple Developer accounts. Please see the attached document and ...
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Domain Infrastructure
As part of your enterprise onboarding, we will also need your current I.T Infrastructure details. Please see attached document to complete and send this back to support@effi.com.au or your onboardi...
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How to connect your Aircall account with Effi?
This guide will walk you through how to connect your Aircall account so you can make and manage calls directly from the portal.Once connected, you will be able to: Start calls from the Leads board ...
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How to do I start completing the fact find for the Mortgage Broker?
Once you have logged in you will find menu items on the right side panel starting at "Application Details" and gradually work your way down as you "save & continue" at the end of each section. Docu...
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How do I chat with the broker from the consumer portal
Once you have logged into the consumer portal when needed to speak to your broker please go to the top right side message icon to start a chat.
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Day 6: AI-Powered SMS Chatbot and Email Automation
Congratulations! You are on the last day of the broker onboarding course. Today, we will cover the following topics: Finalising the loan on Effi and asking for a review Email Automation ...
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Day 5: The Consumer Portal
Welcome to day 5 of the onboarding course. Today, we will be showing you the Consumer Portal so you understand your client's journey. Let’s get started with today’s video! NOTE: Effi l...
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Day 4: How to request documents and bank statements from your clients
Welcome to day 4 of the onboarding course! Today, we will cover the following topics: How to request documents from your clients Setting the duration for bank statement requests How t...